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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
1201
Mitsubishi UFJ Morgan Stanley Securities
Japan
$75K +$86.7K +1,080 New
FIM
1202
FWL Investment Management
Texas
$73.3K +$84.3K +1,050 New
GGI
1203
Godsey & Gibb Inc
Virginia
$73.3K +$84.3K +1,050 New
GWS
1204
Glassman Wealth Services
Virginia
$70.5K -$13.5K -168 -14%
AWM
1205
AllSquare Wealth Management
New York
$69.8K +$80.3K +1,000 New
CT
1206
Clearstead Trust
Maine
$69K +$79.2K +986 New
HFM
1207
Harvest Fund Management
China
$68K -$54.8K -682 -41%
HCM
1208
Hollencrest Capital Management
California
$67.4K +$77.6K +966 New
HBW
1209
Hazlett, Burt & Watson
West Virginia
$66K
SL
1210
Sonnipe Ltd
Isle Of Man
$64K +$73.7K +918 New
NICM
1211
Neo Ivy Capital Management
New York
$64K -$31K -386 -29%
PFBT
1212
Parkside Financial Bank & Trust
Missouri
$63.4K +$13.5K +168 +23%
P8IP
1213
Pier 88 Investment Partners
California
$62.8K -$3.19M -39,702 -98%
FWA
1214
Freedom Wealth Alliance
Wisconsin
$62.8K +$72.3K +900 New
LS
1215
Livforsakringsbolaget Skandia
Sweden
$62.5K -$24.4K -304 -25%
HDIM
1216
Hanson & Doremus Investment Management
Vermont
$62K
CWP
1217
Concord Wealth Partners
Virginia
$59.4K +$68.4K +852 New
EI
1218
Ellevest Inc
New York
$58.7K -$27.3K -340 -29%
WAM
1219
Worth Asset Management
Texas
$55.3K +$52K +648 +450%
ADL
1220
Asset Dedication LLC
California
$55K -$14.6K -182 -18%
CAS
1221
Coppell Advisory Solutions
Texas
$53K +$61K +760 New
CASC
1222
Coppell Advisory Solutions Corp
Texas
$53K +$61K +760 New
FP
1223
Financial Perspectives
Minnesota
$51.1K
MFT
1224
Moisand Fitzgerald Tamayo
Florida
$50.2K
BTI
1225
Blue Trust Inc
Georgia
$47K +$36.5K +454 +355%

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.